Peeklogic, LLC

BACKGROUND

Please describe your company and your position there.

Surprise HR provides a comprehensive employee engagement and recognition platform leveraging behavioral economics research out of Stanford University to redefine how organizations approach employee relations. I oversee Surprise HR's Business Operations.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Peeklogic, LLC?

When our in-house Salesforce Developer left the organization we struggled to staff a local resource to manage our Sales Cloud customization. We reached out to many developers and development firms, but most were unwilling to work on a maintenance and overhaul project. Peeklogic was able and willing to jump in and help out.

What were your goals for this project?

We needed to update our Salesforce implementation in a very short period of time (less than a month) to adapt to our new Sales Processes (moving from a semi-structured sales process to a multi-tiered, highly structured sales process). As with any reorg/restructure there are unforeseen hiccups – Peeklogic was able to adapt with us and work at our blistering pace.

SOLUTION

How did you select this vendor?

Researched online contract platforms (e.g. Upwork) to find interested parties (20% success rate). Sent code test to assess abilities (25% pass rate). Put each qualified candidate/team through 2 week trial period of reduced hours (50% success rate). We are currently working with three vendors, each servicing a different wing of the organization: Marketing, Sales, Service – Peeklogic handles Sales, by far the more difficult to manage due to the quality of the code written before them.

Describe the project and the services they provided in detail.

Review existing apex classes, visualforce pages, workflows, and configurations. Offer suggestions for improving existing implementation. Review change requests for technical viability and implement them. Handle v1.1, v1.2, v2, v3 changes to requests in timely manner (often same-day). At a high level, we updated our sales process, nomenclature, kpis, and cadence. Peeklogic was responsible for coding the necessary updates to support these changes.

What was the team composition?

Team consisted of business stakeholder (Director of Sales), myself (as Technical Architect), QA Specialist (for testing functionality; though this role didn't come in until half-way through the process), and 2-3 Peeklogic resources.

RESULTS & FEEDBACK

Can you share any information that demonstrates the impact that this project has had on your business?

All Sales Reporting drives from the changes implemented by Peeklogic, from 1-1 meetings with Sales Reps all the way up to C-suite roundtables.

How was project management arranged and how effective was it?

Project was spec'd in a semi-agile method w/ small deliverables scoped in Trello cards. Communication took place on Trello cards for easier relation to ongoing efforts. Trello board was broken into Backlog > Spec'd > On Deck > Active > Ready for Test > Business Review > Complete with Peeklogic responsible for moving cards from On Deck to Active to Ready for Test to Business Review as required.

What did you find most impressive about this company?

Flexibility and willingness to get into it. Original contract was only for 20 hours per week - however certain weeks of the project required 40-60 hours of development time. They juggled their resources to accommodate our requirements.

Are there any areas for improvement?

Most areas of improvement are mutual. For example, we only recently moved to an enterprise development process (before relying on changesets). This caused some issue with code review and deployment cadence but was shared fault. However, where they could most improve is surfacing best practices and being more diligent in communicating necessary updates to stakeholders. There were a number of shortcomings in the code, from the prior developer, that Peeklogic would have been better off alerting us to upfront instead of commenting that "It works and we can work with it." As an analogy, our codebase was very much a dump truck when we needed a commuter vehicle. Peeklogic could have done better in the beginning of mentioning these observations.

UPDATED REVIEW

This review was updated by the client on March 25, 2020. The original star ratings were: Overall - 4.5, Quality - 4, Schedule - 5, Cost - 5, NPS - 5. New content is below:

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Peeklogic, LLC?

We reengaged them to work on additional updates on our Salesforce implementation.

SOLUTION

What was the scope of their involvement?

A large piece of these updates included migrating data from several fields to others (as we removed extraneous customizations) across millions of records. These updates were multi-stage deployments and updates (add new fields, copy data, change references, deploy updates, re-sync data, remove old fields).

RESULTS & FEEDBACK

Describe the impact this engagement has had on your business.

These updates are not easy to do, let alone do on a “live” installation without downtime. Peeklogic’s engineers were able to make these changes without any active users even noticing.

BACKGROUND

Please describe your company and your position there.

We provide Process Engineering and Development to clients across various industries. Our core technical services relate to CRM and mobile application development.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Peeklogic, LLC?

We hired Peeklogic for a custom SF application development to link that platform with Google Drive. As our internal developers were engaged full time on client work, and wanting a cohesive team to handle the build, I reached out to Peeklogic. This has been a long-term project, with additional maintenance/enhancements as required.

What were your goals for this project?

A stand-alone application that could be used to link individual records in SF with a corresponding folder in Google Drive. This reduces the amount of storage used in SF and provides a backup/audit trail of all file movement.

SOLUTION

How did you select this vendor?

Having worked with Sergii (Peeklogic's founder and CEO) on previous projects, I trusted his ability to understand the requirements and deliver on them. We discussed the project at length, and we made a plan for how we were going to approach the build, how long it would likely take, etc.

Describe the project and the services they provided in detail.

The project is an application that connects Salesforce and Google Drive. As such, it required extensive Apex (SF) and Google Application development. Sergii and his team assisted with the initial architecture/design, and then completed the entirety of the actual build. We provided testing and feedback, and they made fixes/enhancements based on that.

What was the team composition?

Beyond the initial architectural phase (involving myself and my CTO), the team consisted of Sergii and two of his developers. Sergii acted as PM/Scrummaster, and the two developers shared responsibility for the majority of the actual coding.

RESULTS & FEEDBACK

Can you share any information that demonstrates the impact that this project has had on your business?

This is our first application on the AppExchange (SF's app store). It has proven our ability to plan and build large-scale custom applications intended for general use (instead of just specific clients).

How was project management arranged and how effective was it?

It was a small team. I acted as primary stakeholder/sponsor, Sergii was the PM, and the two developers reported directly to him. Overall it was very effective.

What did you find most impressive about this company?

A number of things. They're extremely competent and quick to understand any needs/requests sent their way. They're proactive in soliciting feedback and quick to turn around any required changes. They're a pleasure to work with.

Are there any areas for improvement?

Honestly, no. I could struggle to come up with something, but it would be a platitude. I plan to continue working with them on enhancements to this App as well as future projects.

BACKGROUND

Please describe your company and position.

I am the Manager of Abraham Law Group PC

Describe what your company does in a single sentence.

Law office practicing in traffic law and personal injury.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peeklogic, LLC to accomplish?

• Automate client communication
• Customize data entry fields to fit our business

SOLUTION

How did you find Peeklogic, LLC?

Referral

Why did you select Peeklogic, LLC over others?

• Pricing fit our budget
• Good value for cost
• Referred to me

How many teammates from Peeklogic, LLC were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Created automations for our Salesforce workflows which include automated client communication such as customized templates for text and email communication. Also,helped develop digital filing organization system and created customized data entry fields that are custom fit to our practice. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

All the automations and customizations has significantly streamlined our workflows and increased our production noticably. 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Response time is very quick and the resolution to any issues or changes was done quickly. 

What was your primary form of communication with Peeklogic, LLC?

Email or Messaging App

What did you find most impressive or unique about this company?

Peeklogic, LLC's quick response time and ability to find solutions to problems stood out.

Are there any areas for improvement or something Peeklogic, LLC could have done differently?

Nothing I can think of

BACKGROUND

Please describe your company and position.

I am the Operations Manager of ESMS Global

Describe what your company does in a single sentence.

Support for clinical trials

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peeklogic, LLC to accomplish?

• QA System
• Document systems
• Training and other systems

SOLUTION

How did you find Peeklogic, LLC?

Online Search

Why did you select Peeklogic, LLC over others?

Good value for cost

How many teammates from Peeklogic, LLC were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

To develop a number of Salesforce apps and objects to enhance our systems and add functionality to enable us to concentrate all requirements in one place. This includes objects to cope with very specific requirements in the pharmaceutical industry. Delivered several apps and over 20 objects - all custom and from scratch.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The objects and apps did what we wanted them to do and if there were any problems or enhancements required they were done very well and quickly

Describe their project management. Did they deliver items on time? How did they respond to your needs?

they were on time - most of the work was agile and request by request. One or two were larger project but also delivered quickly

What was your primary form of communication with Peeklogic, LLC?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The timeliness and quality of the work are most impressive.

Are there any areas for improvement or something Peeklogic, LLC could have done differently?

no

BACKGROUND

Please describe your company and position.

I am the Salesforce Architect of Dryad Consulting

Describe what your company does in a single sentence.

At Dryad Consulting, you’ll find customized services and digital products to simplify Salesforce so your nonprofit can do more of what you’re great at. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peeklogic, LLC to accomplish?

• Develop and test a Salesforce managed package

SOLUTION

How did you find Peeklogic, LLC?

Online Search

Why did you select Peeklogic, LLC over others?

• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from Peeklogic, LLC were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

I've been working with Peeklogic for a few years. They help build and test a managed package in Salesforce, which is a technical feat in itself.

The four people I've worked with are extremely professional, punctual, and have strong communication skills. 

This is going to be a long-term relationship. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Quality work
• Continunious feedback
• Recommendations

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They are fast and efficient in their work.

What was your primary form of communication with Peeklogic, LLC?

Email or Messaging App

What did you find most impressive or unique about this company?

Their communication skills are remarkable.

Are there any areas for improvement or something Peeklogic, LLC could have done differently?

None

BACKGROUND

Introduce your business and what you do there.

I’m the director of IT for The Aleph Institute, a nonprofit Jewish organization that supports isolated populations such as prisoners, military personnel, and the institutionalized. We provide religious, educational, and advocacy services and promote criminal justice reform and rehabilitation.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Peeklogic, LLC?

We needed help customizing our Salesforce instance by building out inventory and order management and interfacing with shipment carriers. We also wanted to utilize AI and OCR to create and categorize cases automatically.

SOLUTION

What was the scope of their involvement?

Peeklogic, LLC has built out new objects, workflows, Lightning components, and integrations with third-party websites to create the required functionality. Initially, we showed them via videos and conversations over Slack what we wanted Salesforce to look like and the functionality we needed.

What is the team composition?

We’ve worked with 2–5 teammates from Peeklogic, LLC.

How did you come to work with Peeklogic, LLC?

We found them through a referral. We chose them because their pricing fit our budget, they were a great culture fit, and they offered good value for the cost.

What is the status of this engagement?

We started working together in December 2024, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We’ve provided Slack communication, videos, screenshots, and sandbox demos along the way. The success of the project will be when we deploy these solutions in our workspace. So far, we’ve seen time savings of approximately 50% in shipping and tracking packages.

How did Peeklogic, LLC perform from a project management standpoint?

Peeklogic, LLC is extremely dependable. They deliver on time and always communicate for clarification and provide daily updates. We communicate via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Peeklogic, LLC’s knowledge is impressive. They’re also very communicative.

Are there any areas they could improve?

There’s nothing they need to improve.

BACKGROUND

Please describe your company and position.

I am the COO of a financial broker

Describe what your company does in a single sentence.

B2B Finance Broker

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peeklogic, LLC to accomplish?

• Continual upgrading of our SF instance
• Creation of Dyanic submission system

SOLUTION

How did you find Peeklogic, LLC?

Online Search

Why did you select Peeklogic, LLC over others?

• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Peeklogic, LLC were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

We curerntly have someone on to constantly upgrade and build up our SF instance, as well as work on bigger projects and then well typically loop another person from Peek in. Currently they are finishing up our new Suite where we can have streamlined submissions, AI integration for automation and a smoother experince for our employees

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Every time we get an idea from our team and its implemented quickly and seamlessly, thats how we measure outcome. and that happens every time

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Our need are always responded to on time. most of our stuff is ongoing but it is delivered in a very timely manor, and when projects have deadlines they are met

What was your primary form of communication with Peeklogic, LLC?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Their CEO is a wonderful person, and everyone you meet on the dev side is very personable and easy to work with

Are there any areas for improvement or something Peeklogic, LLC could have done differently?

No, theyre doing great

BACKGROUND

Introduce your business and what you do there.

 I’m the director of the advisor team and partnerships for NFN8 Group. We operate a machine-created digital asset marketplace, offering accredited investors fixed monthly cash flow through sale/leaseback of cryptocurrency mining machines, with profits reinvested into expanding mining operations.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Peeklogic, LLC?

 We needed help scrubbing our database of bad data, removing duplicates, and cleaning it up for migration.

SOLUTION

What was the scope of their involvement?

Peeklogic, LLC cleaned and prepared our database. The team scrubbed the database, removed bad data, and merged duplicate leads.

What is the team composition?

We worked with three teammates from Peeklogic, LLC.

How did you come to work with Peeklogic, LLC?

My assistant had used Peeklogic, LLC before and recommended them to me. We chose them because of the referral from my colleague, who had a positive previous experience with Peeklogic, LLC.

What is the status of this engagement?

We worked with Peeklogic, LLC in July 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Peeklogic, LLC showed us reports of the data and how many duplicates they merged and how much bad data they removed. The team even did extra work free of charge when we needed their help after the project was completed.

How did Peeklogic, LLC perform from a project management standpoint?

Peeklogic, LLC was wonderful and outstanding. I recommend Peeklogic, LLC to others and would use them again. We communicated via Slack, email, and web-sharing tools like Zoom and Google Meet.

What did you find most impressive about them?

They were kind, generous, and experts at what they did. Overall, they were outstanding and easy to work with.

Are there any areas they could improve?

I didn't think there was anything they could have improved on.

BACKGROUND

Introduce your business and what you do there.
I'm the TPM of Amen, a healthcare company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Peeklogic, LLC?
We needed help with Salesforce integration with our new EHR system.

SOLUTION

What was the scope of their involvement?

Peeklogic, LLC has been mapping all the workflows, fields, bidirectional sync, planning, development, testing, UAT, and regression. The team has been working in sprints, which have included planning, mapping pieces, starting the integration, troubleshooting, support, and testing.

What is the team composition?

We've been working with three members of Peeklogic, LLC's team.

How did you come to work with Peeklogic, LLC?

We found Peeklogic, LLC through research. We chose them because of their integrity and good feedback.

What is the status of this engagement?

We started working with Peeklogic, LLC in April 2025, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Peeklogic, LLC has completed the mapping and integration. We also have ongoing support and feedback, and the team is pivoting when needed.

How did Peeklogic, LLC perform from a project management standpoint?

Peeklogic, LLC's project management is good, and they deliver on time. We communicate via Slack and weekly meetings.

What did you find most impressive about them?

Peeklogic, LLC's collaboration is great.

Are there any areas they could improve?

I don't think there's anything they can improve on.

BACKGROUND

Please describe your company and position.

I am the RevOps of Bizzabo

Describe what your company does in a single sentence.

My company provides software for events

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peeklogic, LLC to accomplish?

• solve problems we couldn't solve using internal resources
• complete a project in limited amount of time

SOLUTION

How did you find Peeklogic, LLC?

Online Search

Why did you select Peeklogic, LLC over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget
• Good value for cost

How many teammates from Peeklogic, LLC were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The scope of work was following: discovery phase: analyze Data Model analyze API capabilities design data flow development phase: configure auth/connection in test and prod instances build/develope data transformation flows error handling, reporting testing deployment strategy, migration, maintanence: plan the deployment in Prod sunset of an old tool full rolout in Prod 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• a project finished in time so we do not need to prolong a subscription for an old tool
• manual work reduced: use cases are automated and not require manual interventions
• continuation of business 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

We had a dedicated PM who organised weekly calls to track the progress and talk about impediments if any. Project management was fully on Peeklogic side, they used Jira to track requirements/tickets. Additional resources were allocated immediately once we realised the scope is bigger then it was identified before. So, they respond quickly and in time. We have got an impresion that we work as a single team. 

What was your primary form of communication with Peeklogic, LLC?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

I like the way developers solve complex problems with creativity and intelligence.

Are there any areas for improvement or something Peeklogic, LLC could have done differently?

nothing come to my mind, pardon